Q: I'm down a bit on HPS.A and would like your opinion on topping it up or selling and buying URI in its place?
Thank you
Thank you
5i Research Answer:
It is pretty hard to compare a $48B company with a $1.1B company. We like HPS.A still, but URI is cheap and has good potential. We would rather add it with a view of diversification as well, as opposed to adding more HPS.A.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in URI.